Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 41-1794327

KAPLAN FAMILY FOUNDATION

Tax-exempt · PHILADELPHIA, PA 19103

Financials

$1.2M$557K2024$355K$687K2025
Revenue Expenses · by fiscal year end
Financials of KAPLAN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$355,211$687,164-$331,953$2,825,315$46,723$2,778,592
December 31, 2024990-PF$1,233,923$556,761$677,162$3,088,545$0$3,088,545
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$156,964
Interest
$89
Net gain from sales of assets
$190,764
Other income
$7,394

Expenses

Grants and similar amounts paid
$607,370
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$612,405
Excise tax on investment income
$4,158

Balance sheet and other

Total assets, start of year
$3,088,545
Total assets, end of year
$2,825,315
Total liabilities, end of year
$46,723
Net assets, end of year
$2,778,592
Fair market value of assets
$12,821,654
Qualifying distributions
$612,405
Net investment income
$347,817

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
HELEN KAPLAN
139 WEST 85TH STREET 5, NEW YORK, NY 10024
PRESIDENT40$0
LEAH KAPLAN
2117 PINE STREET, PHILADELPHIA, PA 19103
VICE PRESIDENT40$0
ROSS KAPLAN
2828 SUNSET BOULEVARD, MINNEAPOLIS, MN 55416
SECRETARY5$0
LAURA KAPLAN
2828 SUNSET BOULEVARD, MINNEAPOLIS, MN 55416
DIRECTOR35$0
MARJORIE KAPLAN
6566 FRANCE AVENUE SO SUITE 701, EDINA, MN 55435
DIRECTOR35$0
RACHEL KAPLAN
1714 WEST BYRON, CHICAGO, IL 60613
DIRECTOR5$0
BOB RIESMAN
1714 WEST BYRON, CHICAGO, IL 60613
DIRECTOR35$0
JON SMOLLEN
2117 PINE STREET, PHILADELPHIA, PA 19103
DIRECTOR35$0
990-PF for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
MARJORIE KAPLAN
6566 FRANCE AVENUE SO SUITE 701, EDINA, MN 55435
DIRECTOR35$0
HELEN KAPLAN
139 W 85TH STREET 5, NEW YORK, NY 10024
PRESIDENT40$0
LAURA KAPLAN
2828 SUNSET BLVD, MINNEAPOLIS, MN 55416
DIRECTOR35$0
RACHEL KAPLAN
1714 W BYRON, CHICAGO, IL 60613
DIRECTOR5$0
BOB RIESMAN
1714 W BYRON, CHICAGO, IL 60613
DIRECTOR35$0
LEAH KAPLAN
2117 PINE STREET, PHILADELPHIA, PA 19103
VICE PRESIDENT40$0
ROSS KAPLAN
2828 SUNSET BLVD, MINNEAPOLIS, MN 55416
SECRETARY5$0
JON SMOLLEN
2117 PINE STREET, PHILADELPHIA, PA 19103
DIRECTOR35$0

Address and contacts

Address (IRS master file)
CO 2117 PINE STREET, PHILADELPHIA, PA 19103-0000
In care of
% HARVEY L KAPLAN
Signed the 990-PF
LEAH KAPLAN, VP
Phone
(952) 927-9338
Return prepared by
CITRIN COOPERMAN ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
41-1794327
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,825,315
Income (IRS master file)
$664,809

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$293,275$544,351$2,412,766IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about KAPLAN FAMILY FOUNDATION

What is the EIN of KAPLAN FAMILY FOUNDATION?
The employer identification number (EIN) of KAPLAN FAMILY FOUNDATION is 41-1794327.
Is KAPLAN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to KAPLAN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KAPLAN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of KAPLAN FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KAPLAN FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of KAPLAN FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does KAPLAN FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $355,211, expenses of $687,164 and total assets of $2,825,315 at year end.

Other nonprofits in PHILADELPHIA

All nonprofits in PHILADELPHIA · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations